Private Wealth Management
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Family Offices are private wealth management advisory firms that serve ultra high net worth individuals and families. They differ from typical wealth management firms by providing better investment advice, coordination of assets and personalized service...which include:
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Net Worth To Use A Family Office?
Since the cost of services for a single family office typically run upwards of $1 million, the amount of cash to invest should be at least $100 million.
Multi-family offices are open to clients with > $20 million investible assets, however, many now provide certain services to clients with as little as $5 million.
Multi-family offices are open to clients with > $20 million investible assets, however, many now provide certain services to clients with as little as $5 million.
Develop Relationships With Family Offices
Building relationships with family offices and private investors requires an investment in your business and a constant refinement of how you engage with family offices and expand your network.
For those interested in improving their ability to attract investors, source deals, and work with family offices, the best solution is a charter membership from the Family Office Club, which includes exclusive access to 15 live annual conferences, a monthly newsletter, the Qualified Family Office Professional (QFOP) training & certification programs, videos, whitepapers, conference speech recordings, live training workshops, and much more. The Family Office Club is a 100,000 member strong association for single and multi-family offices and those professionals which serve the industry. ![]() To learn more, download the #1 most popular book ever written on the topic of family office wealth management.
http://FamilyOffices.com/Family-Office-Book |
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